Financial Advisor - Ciro-id

CIBC

Calgary, Canada
Relationship management
Financial planning advice
Client portfolio growth
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning advice
  • Client portfolio growth
  • Business development skills
  • Needs-based financial solutions

Nice-to-have

  • Relationship-oriented bank
  • Empowered at work
  • Meaningful impact
  • Community brand awareness
  • Authenticity and respect

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • Certified professional (CIRO-ID)
  • Current CIRO-ID licensing accreditation
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter